📍 San Diego, CA

Accounting, Taxes and Virtual CFO For San Diego Businesses

Accounting, tax, virtual CFO and payroll services built for San Diego's defense contractors, biotech companies, technology firms, and fast-growing startups. California compliance handled end-to-end with AI-powered automation and real-time Power BI dashboards.

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Four Services, One Expert Team

Everything San Diego businesses need,
handled end-to-end

From disciplined monthly close and Power BI dashboards to California income tax and franchise tax compliance. One integrated team covers your complete financial picture.

Accounting & Bookkeeping

Audit-ready monthly close, clean books, and real-time Power BI dashboards for San Diego's defense contractors, biotech companies, technology firms.

Taxation

California's 8.84% corporate tax and high individual rates require careful planning. We handle every filing accurately for San Diego businesses.

Virtual CFO

Strategic CFO support, KPI dashboards, board-ready reporting, and cash-flow planning for San Diego's growing companies.

Payroll Processing

Multi-state payroll with California compliance, tax withholding, contractor payments, and year-end W-2 and 1099 filing.

We Know San Diego

We know finance for San Diego businesses

San Diego is one of the most economically diverse cities in California, anchored by one of the largest military and defense presences in the United States. Naval Base San Diego, Marine Corps Base Camp Pendleton, MCRD San Diego, and several defense research facilities make the region a hub for defense technology, cybersecurity, and federal contracting. Qualcomm, General Atomics, Illumina, Dexcom, and Petco are among the major private employers that round out an economy spanning telecommunications, life sciences, logistics, and tourism.

Engagement Models

Work with us your way

Choose the model that fits how your San Diego business operates. Every engagement includes US leadership, structured onboarding, and defined SLAs.

Fixed Price

$99

per month

Ideal for task-specific work with a pre-defined scope and deliverables.

Set scope and timeline
Clear deliverables
No variable invoices

Get a Quote

Dedicated Team

$1,699

per month

A dedicated team assigned to your account, building context about your business every month.

Monthly close, every month
Same team, built-in continuity
Scales with your business
Real-time Power BI dashboards

Book a Consultation

Hourly

$15.99

per hour

Pay only for hours used. Flexible, on-demand support with easy tracking and control.

No monthly commitment
Dial up or down anytime
Easy tracking and control

Get Started

Outcome-Based

Custom

pricing

Pay for results, not effort. A performance-driven approach ideal for defined KPIs.

Results-first approach
Defined KPIs and goals
Tailored to your business

Discuss Your Goals

FAQ

Common questions from San Diego businesses

Yes. California's income tax reaches up to 13.3% and requires careful planning. The California Franchise Tax applies to nearly all business entities operating in California, with a minimum of $800 annually. For San Diego businesses in biotech, defense technology, and manufacturing, we also evaluate eligibility for California's R&D tax credit, which can provide significant savings. We handle federal, California state, and multi-state filings including California sales and use tax compliance.

We connect directly to your bank accounts, credit cards, and merchant processors using secure read-only integrations. CrownGlobe works in QuickBooks and Xero, layering AI-powered automation and real-time reporting on top. AI captures invoices, bills, and receipts, categorizes every transaction, and reconciles your bank feed daily. When a direct connection is not available, we ask you to upload statements to your client portal.

Data security is foundational to how CrownGlobe operates. We require a Non-Disclosure Agreement signed by CrownGlobe and a separate NDA with each employee who works on your account. Protections include antivirus and malware software, sophisticated firewalls, removable storage devices blocked on all workstations, authorized IP-only logins, CCTV surveillance, thumbprint access, and diskless computers.

You get a dedicated team: a bookkeeper for day-to-day transactions, an accountant who reviews and closes your books monthly, and a senior reviewer who signs off before anything goes out. Your team stays consistent month after month, building context about your business that generic outsourced services never develop.

Accounting, Taxes and Virtual CFO For San Diego Businesses